Field Sales Executive

2 days ago

JP Nagar Bengaluru Karnataka, India MAX LIFE INSURANCE COMPANY Full time

Field Sales Executive for Life Insurance Sales:
JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.

KEY RESPONSIBILITIES

**Drive Revenue through Cross sell / Up sell**
- Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
- Drive productivity measures like lead to conversion ratio.
- Exceed month on month revenue target & collection target
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign

**Customer Service/Retention through relationship management**
- Timely & effectively resolve service requests of customers.
- Drive renewal collection on allocated base.
- Ensure retention of his/her allocated” Book of Relations” (existing customer database).
- Establishing and strengthening relationship with the allocated customer base.
- Identify financial goals of customers and providing financial planning assistance.

**MEASURES OF SUCCESS**
- TAT adherence for updating System - CSG
- Successful completion of cross-sell/ up-sell Business Goals month on month
- Collection of payment/premium from 91-180 days’ due policies
- Complaint Resolution /Customer satisfaction
- Achievement of Retention Targets
- 45 unique customer meetings in a month
- More than 90% attendance (of total working days)
- Successfully score >=80% in the Functional Trainings imparted

**DESIRED QUALIFICATIONS AND EXPERIENCE**
- Graduate with 1 - 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months’ exposure to Life Insurance
- Age Bracket: 25-32 years
- Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills
- English and regional language

**Salary**: ₹10,701.10 - ₹20,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- Do you have your own vehicle (two wheeler)?

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)

**Language**:

- Hindi (preferred)

License/Certification:

- Driving Licence (required)

Work Location: In person

**Speak with the employer**

+91 9560146325

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